Trust Company of Vermont’s Barings Corporate Investors MCI Stock Holding History

Trust Company of Vermont’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6K	Buy	+888	New	+$15.6K	﹤0.01%	832
2025 Q4	$16.1K	Hold	888	–	–	﹤0.01%	789
2025 Q3	$18.4K	Hold	888	–	–	﹤0.01%	746
2025 Q2	$19.2K	Hold	888	–	–	﹤0.01%	725
2025 Q1	$20.8K	Hold	888	–	–	﹤0.01%	668
2024 Q4	$18.1K	Hold	888	–	–	﹤0.01%	703
2024 Q3	$17.7K	Hold	888	–	–	﹤0.01%	679
2024 Q2	$16.5K	Hold	888	–	–	﹤0.01%	637
2024 Q1	$15.3K	Hold	888	–	–	﹤0.01%	649
2023 Q4	$16.4K	Hold	888	–	–	﹤0.01%	574
2023 Q3	$14.2K	Hold	888	–	–	﹤0.01%	616
2023 Q2	$13.2K	Hold	888	–	–	﹤0.01%	639
2023 Q1	$12.6K	Hold	888	–	–	﹤0.01%	670
2022 Q4	$12.4K	Hold	888	–	–	﹤0.01%	655
2022 Q3	$11K	Hold	888	–	–	﹤0.01%	705
2022 Q2	$12K	Buy	+888	New	+$12.6K	﹤0.01%	656
2022 Q1	–	Sell	-888	Closed	-$14K	–	583
2021 Q4	$14K	Buy	+888	New	+$14.2K	﹤0.01%	627
2021 Q3	–	Sell	-888	Closed	-$13K	–	562
2021 Q2	$13K	Hold	888	–	–	﹤0.01%	616
2021 Q1	$12K	Hold	888	–	–	﹤0.01%	615
2020 Q4	$12K	Hold	888	–	–	﹤0.01%	605
2020 Q3	$11K	Hold	888	–	–	﹤0.01%	598
2020 Q2	$12K	Hold	888	–	–	﹤0.01%	598
2020 Q1	$10K	Hold	888	–	–	﹤0.01%	656
2019 Q4	$15K	Hold	888	–	–	﹤0.01%	658
2019 Q3	$15K	Hold	888	–	–	﹤0.01%	681
2019 Q2	$14K	Hold	888	–	–	﹤0.01%	695
2019 Q1	$14K	Hold	888	–	–	﹤0.01%	663
2018 Q4	$13K	Hold	888	–	–	﹤0.01%	698
2018 Q3	$14K	Hold	888	–	–	﹤0.01%	745
2018 Q2	$13K	Hold	888	–	–	﹤0.01%	776
2018 Q1	$13K	Hold	888	–	–	﹤0.01%	716
2017 Q4	$14K	Hold	888	–	–	﹤0.01%	711
2017 Q3	$14K	Hold	888	–	–	﹤0.01%	688
2017 Q2	$13K	Hold	888	–	–	﹤0.01%	702
2017 Q1	$14K	Hold	888	–	–	﹤0.01%	660
2016 Q4	$14K	Hold	888	–	–	﹤0.01%	662
2016 Q3	$15K	Hold	888	–	–	﹤0.01%	609
2016 Q2	$16K	Hold	888	–	–	﹤0.01%	556
2016 Q1	$15K	Hold	888	–	–	﹤0.01%	561
2015 Q4	$15K	Hold	888	–	–	﹤0.01%	577
2015 Q3	$14K	Hold	888	–	–	﹤0.01%	585
2015 Q2	$14K	Hold	888	–	–	﹤0.01%	606
2015 Q1	$14K	Hold	888	–	–	﹤0.01%	598
2014 Q4	$14K	Hold	888	–	–	﹤0.01%	602
2014 Q3	$14K	Hold	888	–	–	﹤0.01%	603
2014 Q2	$14K	Hold	888	–	–	﹤0.01%	580
2014 Q1	$13K	Hold	888	–	–	﹤0.01%	583
2013 Q4	$13K	Hold	888	–	–	﹤0.01%	561
2013 Q3	$14K	Hold	888	–	–	﹤0.01%	528
2013 Q2	$14K	Buy	+888	New	+$14.7K	﹤0.01%	521

Other funds holding MCI

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Trust Company of Vermont's MCI Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Barings Corporate Investors (MCI) in Q2 2026: 888 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in MCI as recently as Q4 2025.

Trust Company of Vermont first reported a position in MCI in Q2 2013 and has held it in 50 quarters since. The position peaked at $20.8K in Q1 2025. 35 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Trust Company of Vermont held 888 shares of Barings Corporate Investors worth $15.6K as of Q2 2026.
Barings Corporate Investors was a new Trust Company of Vermont position in Q2 2026.
Barings Corporate Investors made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #832 holding.
Trust Company of Vermont first reported a position in Barings Corporate Investors in Q2 2013 and has held it in 50 quarters since.
Trust Company of Vermont's Barings Corporate Investors position peaked at $20.8K in Q1 2025.
35 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.